Hi Guys back of Holiday but not yet really settled down. Needed the break as I havent had a holiday in 5 years. Just been resting up at home.

Back to the stocks. Well lets face it last week was a stinker, simple as that. Interest rates hike hanging over the market and the tiddlers getting hurt most as all of the extra cost will fall to the bottom line. Lets hope for a better week.

Update on stocks.

I D DATA- hoping for this one to carry on from Friday and start to rise again. About 4 weeks to results so we may get a good run plus a contract win is get to be confirmed.

INCITE HOLDINGS - strange happenings at this company last week but apparantley big orders were being filled for institutional players, in fact a pal of mine on another site who is a big holder was contacted to see if he wanted to sell any of his holding and he gave them a quick no chance answer.

BEMA GOLD - fell back by about 10 points last week on averageish results. Fact of the matter is that a Miner should be judged on NAV and not earnings, due to physical nature of the business.

JUST CAR CLINICS - TA uptrend in place and company released two very interesting pieces of news on its web site that should see further support.

CENTURION ELECTRONICS - gave back a bit of ground last week but uptrend trully in place.

HCEG - another that gave ground back last week but there was some good news later in the week refering to warrants. Seems holders on a certain date will be awarded a warrant for every XXX share held . Ask me in the morning.

PIPEX - changed name last week had an up and down week but I added yet again. Great growth potential here.

NEW RECOMMENDATION

Going to go in for SCI ENTERTAINMENT SEG in the morning. Saturday paper confirmed that trading was well in front of budget and this backed up what Evil Knievil had been saying last week. EK feels that this is one of the cheapest stocks on the Whole Market, and we should get a good run up to Xmas with the new Desert Storm offering (sorry not an expert on games).
DYOR and if you buy watch the spread in the first hour or so, the MMS read the newspapers just like us, dont get sucked in. Remember you are responsible for your own buy and sell actions, we dont want any whimps complaining if they lose money. Only use money that you camn afford to lose and remember this is investing. If you want a quick fix, I suggest you go down to your local bookies , casino or boozer and play on the one armed bandit. We are all adults.

gf.

ps, sorry forgot Service Power Tech - special update on that sometime monday.

Morning Chaps and Chapesses - hope I find you all fit and well!

Morning our Linzi, thats a good piece from Share Bear on Service Power have to say the patience my biggest asset is being tested with this one.

Anyway its been a quite start and I think this may set the pattern until after the rates announcement on thursday lunchtime. Did anyone see the ten oclock news, interest rates were the lead article. Lets just hope they keep the rise to a 1/4 percent, have to say I would be looking to off load any credit companies like Hitachi Credit now.

Back to today,

Superscapes up on the back of the good news late yesterday.

Incite is also up on very light trading.

And my new long , long term purchase Caldwell investments CDW is up a penny and thats a fine start for me in this one. Hope you got in Anne.

None down at the moment , sorry correction ZOO is slightly, but no problems there.

Have a good day everyone.

GF.

Sorry GF, being the truly selfish person I am, I would love interest rates to rocket.

But if that happened Linzi people would divert away from shares to bank accounts and you share holding would be much reduced. Not only that but the effects of increased interest rates would topple the UK economy and Inflation would probably get out of hand, surely we dont want that.

gf.

gf, would an interest rate rise not decrease consumer (borrowing &) spending & therefore inflation?

Good point Leu01mah, I suppose its getting the balance worked out correctly by the government thats the important point. An increase in any costs will lead to companys passing this on to the consumer but as you point out overall demand would drop. Its a juggling act I hope we dont have to face.

cheers gf.

SEG Sci Entertainment moved up 2p, a lot more to come I think.

GF.

Well - I'm not getting into interest rates, after all, I was being entirely selfish, but I've never been so hard up! So let's concentrate on the shares for now. (wink)

GF

the news about hceg's warrants was in the RNS of 20th October. I read the whole bloody thing.

The record date to qualify is 12 November.
1 warrant for every 10 shares held on that date giving you the option to purchase 1 share for each warrant at 1.5 p on the 30th june 2004, 2005, 2006, 2007, 2008 ( all off the top of my head)

looking at the track record for the directors all looks very promising for long term. 2 - 5 years

suprised that the interest has wained a little though. I expected this to stay steady or rise up until the record date before drifting down a bit as people who have qualified for the warrants sell their shares.
imho dyor

R

ps pipex look to be a steal at mo, even more if they get back to 6.50
and the wet weather should help JCR.

GF, I been to see the "rocket man"... you haven't done a bad job...LOL

I sold my CYH, good profit, work most of the day with Milan ..bad day (lost a big bit...) still majority was profit money, nevetheless is always

Ciao

Good stuff Ricardo, keep it coming mate. Ciao, thanks for that, will pay RM a visit myself later. Glad hes not on this board or he would have had 3 yellow cards in quick time.

Now to the stocks. Well its a late start for me and I have to say they havent done badly at all. Pity to see superscape going neutral, but great to see I D DATA back in the blue. Caldwell Investments CDW which I rate very highly is also up and Ive seen over the last week or so that someone is building a big position, could it be Jim Slater, I know hes in and enthusiastic about the stock.

Great to see SCI Entertainment aswell moving up slowly but surely since I rscod it on monday.

Telecolm plus seems to be the only one spoiling the party , buy feel this is a very long term hold, so day to day activity not so much a problem. Just wait while the results are released.

cheers gf.

Hi GF

The price has been slipping a lot for PXC in the last week or so. I Do have the intention of holiding this long term. Do you think the slight decline is a temporary blip?

SH

Your source on CUC seems to have had his own agenda too, GF.

new to this board spend most of my time on a d v etc but I like what I have seen here. Have a look at KMR kenmare resources. They have been waiting for news of a contract agreement,there was a big investors meeting ending today and the price has started moving DYOR start with the attached which is now a couple of months old. I have some of these by the wayhttp://archives.tcm.ie/businesspost/2003/08/03/story562816818.asp

Hi GUYs, Pxc and cuc do not get shut. High Betas so will look worse on bad days. Lets get rid of the base rate decision at lunch tomorrow and then look ar=t the markets again early next week. Please remember this the story from these two companies hasnt changed one jot, its just the working of the market that has lowered them. Stay patient and reap big rewards.


Kenmare yes a fine company and tipped by Winnie on t1ps. Well worth having a stake.

cheers GF.

Caldwell Investments, another 30,000 purchase gone through just now. Someones building a big position in this company and I know both Jim Slater and Evil K are in, one to follow. Past few days weve had a 50,000, a 35,000 and a 70, 000 purchase and that being more or less the only trades.

Sci Entertainment again up, hope you got in on my reco monday.

cheers gf.

brought some CDW .. took me ages at TD Waterhouse, they had to go the market to get me some ...anyway got in at 19.5 ...

CDW trades only showing two trades for me both sells and only 3 buys since 30/10 yet price ticking up gradually. Something afoot?

GF. I can't see ZOO on your list. Have U sold?

here's the trades as shown on td waterhouse, for CWD

Trade time Price (p) Volume Assumed purchase/sale* (p) Bid (p) Ask (p)
14:25 18.62 10978 sale 18.5 19.5
11:33 18.25 30000 sale 18 19.5
16:08 (05/11) 18 75000 sale 18 19.5
14:32 (05/11) 18.25 4853 sale 18 19.5
10:34 (04/11) 18.5 25000 ? 18 19
13:58 (03/11) 18 15000 purchase 17 18
13:30 (31/10) 17.25 3493 sale 17 18
10:36 (31/10) 17.8 25000 purchase 17 18
10:23 (31/10) 17.15 1450 sale 17 18
09:11 (31/10) 17.12 1894 sale 17 18
17:01 (30/10) 17.25 5000 sale 17 18.5
11:03 (30/10) 17.9 40000 purchase 17 18
15:10 (29/10) 17.8 200 purchase 17 18
13:02 (29/10) 17.8 1876 purchase 17 18
11:01 (29/10) 17.75 50000 purchase 17 18
10:42 (28/10) 17.75 30000 purchase 17 18